NOVT — Novanta Inc. Stock Price, Chart & AI Report

Neutral Feb 22, 2026 • 07:25 UTC The Motley Fool • Robert Izquierdo

Is Novanta Stock a Buy or Sell After Its CEO Dumped 6,500 Shares?

Novanta CEO Matthijs Glastra sold 6,500 shares worth ~$878,458 on Feb. 2, 2026, as part of a pre-established Rule 10b5-1 trading plan adopted in September 2025. The sale is not a warning sign, as the stock has surged 23% year-to-date in 2026 driven by strong business performance and 17% bookings growth. However, with a P/E ratio near 100, the analyst recommends selling rather than buying at current valuations.

NOVT NOVTU insider trading CEO stock sale Rule 10b5-1 trading plan photonics precision motion solutions valuation

Sentiment note

While the company shows strong fundamentals with 17% bookings growth and solid revenue performance, the stock's valuation is at a 1-year high with a P/E ratio near 100. The analyst recommends selling rather than buying at current prices, suggesting the stock is fairly valued or overvalued despite good business performance. The CEO's sale, executed through a pre-planned trading program, is not viewed as a negative signal.

Neutral Feb 20, 2026 • 01:08 UTC The Motley Fool • Jake Lerch

American Capital Management Doubles Down on Novanta Stock, According to Latest SEC Filing

American Capital Management increased its Novanta position by 163,005 shares in Q4 2025 for approximately $18.56 million, bringing its total stake to 381,866 shares valued at $45.44 million. While the fund shows confidence in the company, Novanta faces headwinds including meager 1.4% revenue growth and a lofty 99x P/E ratio, though signs of market recovery in medical and industrial OEM sectors offer some optimism.

NOVT NOVTU SEC filing institutional investment photonics precision motion components medical OEM industrial OEM

Sentiment note

Mixed signals: American Capital's increased investment and signs of market recovery in medical/industrial sectors are positive, but offset by weak 1.4% revenue growth, extremely elevated 99x P/E ratio (far above market average), and poor historical performance (1% return over 12 months, 0.5% CAGR over 5 years). The stock appears fairly valued at best and overvalued at worst.

Positive Feb 14, 2026 • 19:01 UTC The Motley Fool • Jonathan Ponciano

Novanta Stock Is Roughly Flat This Past Year, So Why Did One Investor Just Bet $45 Million on Shares?

ACK Asset Management acquired 375,000 shares of Novanta worth $44.62 million in February 2026, making it a 5.6% position in the fund. Despite the stock being flat over the past year and underperforming the S&P 500, the investment suggests confidence in potential recovery as medical and advanced industrial demand rebounds. Novanta generated nearly $1 billion in trailing revenue with improving margins.

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Sentiment note

A significant $45M institutional investment by ACK Asset Management suggests confidence in the company's recovery potential. Despite flat year-over-year performance, the company maintains strong fundamentals with ~$1B in revenue, improving EBITDA margins (23.4%), and positive guidance. The investment thesis centers on organic growth reacceleration as end markets recover, indicating the stock may be undervalued relative to its prospects.

Negative Oct 26, 2025 • 17:31 UTC The Motley Fool • Jonathan Ponciano

Growth Fund Sells $20 Million in Novanta Stock as Headwinds Weigh on Returns

Conestoga Capital Advisors sold $20.1 million worth of Novanta stock in Q3, reducing its stake by 168,907 shares due to weak stock performance and sector headwinds, while maintaining a significant position in the company.

NOVT DSGX FSV Novanta stock sale technology investment growth fund

Sentiment note

Stock has underperformed S&P 500 by declining 26% over the past year, experienced flat organic growth, and saw a sharp decline in GAAP profit from $13.8M to $4.5M year-over-year

Unknown Jun 19, 2024 • 13:27 UTC Zacks Investment Research • Zacks Equity Research

4 Top Electronics Stocks to Beat Macroeconomic Headwinds

Macroeconomic challenges are hurting the Zacks Electronics - Miscellaneous Components industry. However, industry participants like NOVT, OSIS, ROG and AMSC are set to gain from AI and IoT prospects.

AMSC ROG OSIS NOVT

Unknown May 9, 2024 • 16:00 UTC Zacks Investment Research • Zacks Equity Research

What Makes Novanta (NOVT) a New Buy Stock

Novanta (NOVT) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

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Unknown May 7, 2024 • 12:05 UTC Zacks Investment Research • Zacks Equity Research

Novanta (NOVT) Tops Q1 Earnings and Revenue Estimates

Novanta (NOVT) delivered earnings and revenue surprises of 29.82% and 1.66%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?

NOVT LPTH

Unknown May 6, 2024 • 22:20 UTC Zacks Investment Research • Zacks Equity Research

Fabrinet (FN) Q3 Earnings and Revenues Surpass Estimates

Fabrinet (FN) delivered earnings and revenue surprises of 12.74% and 1.75%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?

FN NOVT

Unknown Apr 25, 2024 • 21:50 UTC Zacks Investment Research • Zacks Equity Research

Rogers Corp. (ROG) Tops Q1 Earnings and Revenue Estimates

Rogers Corp. (ROG) delivered earnings and revenue surprises of 5.45% and 1.62%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?

ROG NOVT

Unknown Apr 2, 2024 • 09:06 UTC Zacks Investment Research • Zacks Equity Research

Zacks Industry Outlook Highlights TE Connectivity, BWX Technologies and Novanta

TE Connectivity, BWX Technologies and Novanta have been highlighted in this Industry Outlook article.

TEL BWXT NOVT

Unknown Apr 1, 2024 • 14:39 UTC Zacks Investment Research • Zacks Equity Research

3 Top Electronics Stocks to Overcome Industry Headwinds

Macroeconomic challenges are hurting the Zacks Electronics - Miscellaneous Components industry. However, industry participants like TEL, BWXT and NOVT are set to gain from AI and IoT prospects.

TEL BWXT NOVT

Unknown Feb 28, 2024 • 13:10 UTC Zacks Investment Research • Zacks Equity Research

Novanta (NOVT) Meets Q4 Earnings Estimates

Novanta (NOVT) delivered earnings and revenue surprises of 0% and 0.70%, respectively, for the quarter ended December 2023. Do the numbers hold clues to what lies ahead for the stock?

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